Use the initial order statuses to build and separate different business processes in Orderry.
Here's an example: you have two order application types: website applications and service center application. You — most certainly — process these two differently, as you have different business logic for those cases. This is why you create “Website application” and “Service center application” order types and set different initial order statuses for them in Orderry.
The system automatically assigns an initial order status and — as a result — a corresponding status sequence, depending on the order type. Configure your order status sequences on the “Settings > Order statuses” page. Find out more about using order statuses in Orderry here.
Remember: the system allows you to select from a list of available order statuses if the current order status is unavailable for the new order type.
Setting initial status for the order type
Navigate to the “Settings > Forms editor > Order form” page to set the initial status for a specific order type. Here's what you need to do:
- Select an order type and hit the “Edit” button or create a new order type;
- Set the “Initial status” value in the order type dialog window and hit the “Save” button.
This is it. The system now assigns a selected initial status to all new orders of this type.
Isolate the status sequences and determine initial statuses for them. This way, you limit the status selecting options for your employees and enforce the business process sequences. Isolating status sequences is also an excellent solution for eliminating a human element and preventing employees from selecting incorrect statuses during the order processing.
Configure order status changes to trigger automatic employee notifications, so you can always keep them updated on critical work events.
Note: Initial order status functionality is available in the subscription plans “Business” and greater. As for other subscription plans, all order types have a default “New” initial status.